An independent agency is a complex business to manage. With multiple carriers, millions of data points, thousands of business line variations, and a general lack of technology, an independent agency is at a competitive disadvantage to captive agents.
The independent agent's prospect and client experience is encumbered by inconsistent processes and CSR training resulting in numerous customer touch points, duplicative data entry into multiple systems, and a CSR?s inability to be an expert on more than a handful of carriers. All of these factors lead to a lengthy sales cycle and poor close rates.
Our solution changes this paradigm. We shift the advantage to the independent agent as our cloud solution empowers an agency to efficiently process new business and service their current book.